See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $182,356 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,445 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,035 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,141 | $103,482-71.8% | $65,255-55.3% | $103,482-71.8% |
| Participation rate | 89.3% | 73.3%+16.1pp | 65.0%+24.4pp | 73.3%+16.1pp |
| Annual return | 36.69% | 33.11%+3.6pp | 47.35%-10.7pp | 33.11%+3.6pp |
| Employer contribution / active EE | $1,835 | $3,208-42.8% | $1,691+8.5% | $3,208-42.8% |
| Participant deferral / active EE | $8,179 | $5,207+57.1% | $2,831+188.9% | $5,207+57.1% |
| Admin fee / account holder | $24 | $114-78.8% | $4,112-99.4% | $114-78.8% |